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Investment manager · 13F filer · SEC CIK 1805824
American Institute for Advanced Investment Management, LLP
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Reported value$173Mas of Sep 30, 2026
Positions158 2 new, 3 sold out
Top 10 weight30.7%IWF alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Tr
7.0%Trimmed −3%
IWDiShares Tr
4.3%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
3.9%Trimmed −4%
AAPLApple Inc.
3.7%
MSFTMicrosoft Corp
2.7%
MINTPimco ETF Tr
2.2%Added +2%
VUGVanguard Index FDS
1.8%
VTIVanguard Index FDS
1.7%Trimmed −5%
IWMiShares Tr
1.6%−7%
VTVVanguard Index FDS
1.6%
VIGVanguard Specialized Funds
1.5%−3%
SMHVaneck ETF Trust
1.5%+7%
IWFiShares Tr
7.0%Trimmed −3%
IWDiShares Tr
4.3%−4%
SPYSPDR S&P 500 ETF Trust
3.9%−4%
AAPLApple Inc.
3.7%
MSFTMicrosoft Corp
2.7%
MINTPimco ETF Tr
2.2%
VUG1.8%
VTI1.7%
IWM1.6%
VTV1.6%
VIG1.5%
SMH1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWF iShares Tr 7.0% Trimmed −3%
IWD iShares Tr 4.3% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 3.9% Trimmed −4%AAPL Apple Inc. 3.7% HeldMSFT Microsoft Corp 2.7% HeldMINT Pimco ETF Tr 2.2% Added +2%
VUG Vanguard Index FDS 1.8% Held
VTI Vanguard Index FDS 1.7% Trimmed −5%
IWM iShares Tr 1.6% Trimmed −7%
VTV Vanguard Index FDS 1.6% Held
VIG Vanguard Specialized Funds 1.5% Trimmed −3%
SMH Vaneck ETF Trust 1.5% Added +7%
What changed
Biggest moves since Jun 30, 2026
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